Prediction - we are going to figure out SOTA AI performance without requiring 1TB of memory within a year or so.<p>Of course CXMT, Micron, and family will still be profitable, but maybe not 'surge 470% from IPO' profitable.
The fundamental issue is that for these systems bigger is essentially always better (if affordable). So if we can squash something like Kimi K3 down to run on a 'normal' system, that just incentivizes devs to increase the model size until once again we're at the limit of what can be run.
What do you base this prediction on? It seems very unlikely, unless by SOTA you mean <i>the current</i> SOTA.
that would be perfect timing<p>Hyperscalers are screwed, data center mania couldn’t even be completed during this massive spending spree, all while the people seemingly sitting on the sidelines are working on getting these things baked into the OS and chipsets in a way consumers wouldn’t notice
EU chip industry: best I can do is eat glue in the corner.
I have nothing to say about this company's long term potential, but I'm curious to know whether this will become an enormous "tik stok" like SK Hynix became in South Korea. I've watched a short documentary about the investment mania in SK and it's really scary.
If the chinese government feels its critical to china's success then it will be backed like alibaba and wechat and others were
Tesla is kind the same. Everybody bought it, because it went up so much, less because of the product. I guess every AI would do the same.
The more interesting question is: why does the rest of the world not increase their production prowess? I am aware of most of the reasons, but I am getting tired of the "China is better than the rest of the world". It is more that China did a lot of things that the others either failed to do or no longer wanted to do. Case in point is Germany: from "our cars are best" to "hey, chinese cars are now better" (or, cheaper, for a comparative quality). This constant complaining is so strange. Would that energy not be better spent to try to become better?
Let’s see them ship some chip first
is it retail or hype driven - that's the question